Importing budget estimates into Job Cost

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Hey Sage experts, 

Can anyone provide an excel template or guidance in importing budget estimates into Sage from our excel job master. 

I’ve been able to create a working template for accounts payable which is great for credit cards and payroll. 

my email is [email protected] Wink

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  • 0 in reply to FRD2021
    SUGGESTED

    From within the Job Cost application, click "Help", "Help Topics", click on the "Index" tab, in the search box, type "Importing" and scroll down to "Estimates".  The panel on the right will contain an explanation of the process. Paragraph 2 in that panel contains a link to a description of the import file, and a link to an example of the CSV file layout.  The file can be built in Excel, and then saved as a CSV file. 

    Art Minds
    Senior Independent Consultant
    Pasadena, California